JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47T
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,916
New
Increased
Reduced
Closed

Top Sells

1 +$8.63B
2 +$3.02B
3 +$2.14B
4
SHOP icon
Shopify
SHOP
+$2.1B
5
HOOD icon
Robinhood
HOOD
+$1.82B

Sector Composition

1 Technology 23.68%
2 Healthcare 9.13%
3 Financials 9.12%
4 Consumer Discretionary 8.62%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TVA
4001
Texas Ventures Acquisition III Corp
TVA
$315M
$518K ﹤0.01%
49,920
+40
BACCU
4002
Blue Acquisition Corp Unit
BACCU
$193M
$518K ﹤0.01%
50,000
-50,000
TACOU
4003
Berto Acquisition Corp Unit
TACOU
$291M
$517K ﹤0.01%
50,000
-50,000
PCAPU
4004
ProCap Acquisition Corp Unit
PCAPU
$212M
$517K ﹤0.01%
50,000
-50,000
KINS icon
4005
Kingstone Companies
KINS
$223M
$516K ﹤0.01%
35,773
+24,570
TACH
4006
Titan Acquisition Corp
TACH
$359M
$516K ﹤0.01%
49,902
+49
QVMM
4007
Invesco QQQ Trust Series 1
QVMM
$424M
$516K ﹤0.01%
16,729
+16,003
WENNU
4008
Wen Acquisition Corp Unit
WENNU
$515K ﹤0.01%
50,000
HVMCU
4009
Highview Merger Corp Units
HVMCU
$212M
$515K ﹤0.01%
50,000
VUSE icon
4010
Vident US Equity Strategy ETF
VUSE
$677M
$514K ﹤0.01%
+8,400
TLX
4011
Telix Pharmaceuticals
TLX
$3.17B
$514K ﹤0.01%
57,348
-17,020
EVAC.U
4012
EQV Ventures Acquisition Corp II Units
EVAC.U
$514K ﹤0.01%
50,000
CGW icon
4013
Invesco S&P Global Water Index ETF
CGW
$999M
$513K ﹤0.01%
8,175
+722
FUTY icon
4014
Fidelity MSCI Utilities Index ETF
FUTY
$2.35B
$513K ﹤0.01%
8,671
+6,498
ONCHU
4015
1RT Acquisition Corp Units
ONCHU
$155M
$513K ﹤0.01%
50,000
XBIL icon
4016
US Treasury 6 Month Bill ETF
XBIL
$746M
$512K ﹤0.01%
+10,244
HCACU
4017
Hall Chadwick Acquisition Corp Unit
HCACU
$512K ﹤0.01%
50,000
AVNW icon
4018
Aviat Networks
AVNW
$234M
$511K ﹤0.01%
22,743
+4,864
ACIC icon
4019
American Coastal Insurance
ACIC
$496M
$511K ﹤0.01%
45,190
-97,589
IPCX
4020
Inflection Point Acquisition Corp III
IPCX
$356M
$511K ﹤0.01%
49,908
-49,953
TLK icon
4021
Telkom Indonesia
TLK
$15.2B
$511K ﹤0.01%
28,139
-8,294
LWACU
4022
LightWave Acquisition Corp Units
LWACU
$511K ﹤0.01%
50,000
-50,000
EVOXU
4023
Evolution Global Acquisition Corp Units
EVOXU
$178M
$510K ﹤0.01%
50,000
IGACU
4024
Invest Green Acquisition Corp Units
IGACU
$153M
$510K ﹤0.01%
50,000
BIXIU
4025
Bitcoin Infrastructure Acquisition Corp Unit
BIXIU
$510K ﹤0.01%
50,000